Search The Nerd's Eye View Archives

What would you like to search for?

You might also be interested in some of our recent articles...

3 Strategies To Optimize Incentive Stock Options Planning And Address AMT
Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence”: #FASuccess Ep 458 With Lisa Brown
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)
Weekend Reading For Financial Planners (October 4–5)
What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174

NEW Kitces Training Course

You’ve started the planning process—but how do you actually start the planning process?

Every advisor approaches discovery a little differently, some jump straight into collecting data or identifying goals, like vacation homes or grandkids education. But beginning intentionally with deep discovery builds trust and commitment from the start.

We’ll show you how to structure and craft a discovery process to uncover what truly matters and connect with clients on a deeper level. Ultimately, to help clients feel more motivated to move forward with meaningful financial planning.

Learn More